Bridgewealth Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bridgewealth Advisory Group’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.58M	Buy	12,371 +78	+0.6%	+$27.9K	0.86%	29
2026 Q1	$3.94M	Buy	12,293 +158	+1%	+$53K	0.82%	29
2025 Q4	$4.07M	Buy	12,135 +220	+2%	+$73.2K	0.9%	27
2025 Q3	$3.91M	Sell	11,915 -21	-0.2%	-$6.63K	0.91%	28
2025 Q2	$3.63M	Buy	11,936 +5,890	+97%	+$1.66M	0.92%	28
2025 Q1	$1.66M	Sell	6,046 -5,829	-49%	-$1.69M	2.18%	14
2024 Q4	$3.58M	Buy	11,875 +832	+8%	+$243K	1.01%	27
2024 Q3	$3.13M	Buy	11,043 +1,428	+15%	+$389K	1.14%	26
2024 Q2	$2.57M	Buy	9,615 +222	+2%	+$57.5K	1.14%	25
2024 Q1	$2.44M	Buy	9,393 +104	+1%	+$25.7K	1.19%	25
2023 Q4	$2.2M	Buy	9,289 +135	+1%	+$29.8K	1.69%	17
2023 Q3	$1.94M	Buy	9,154 +622	+7%	+$138K	2.39%	10
2023 Q2	$1.88M	Buy	8,532 +306	+4%	+$63.8K	3.05%	8
2023 Q1	$1.68M	Sell	8,226 -581	-7%	-$116K	3.09%	8
2022 Q4	$1.68M	Buy	+8,807	New	+$1.7M	3.3%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bridgewealth Advisory Group's VTI Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.63% in Q2 2026, buying an estimated $27.9K and bringing the position to 12,371 shares worth $4.58M. The position accounts for 0.86% of the portfolio, ranked #29.

Bridgewealth Advisory Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bridgewealth Advisory Group held 12,371 shares of Vanguard Morningstar Total Stock Market ETF worth $4.58M as of Q2 2026.
Bridgewealth Advisory Group bought 78 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $27.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.86% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #29 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.